Cleveland Branch Mission Statement
To deliver first class financial advice to our clients while committing efforts to hold our clients' interests first.
As a team, we strive to develop lifelong relationships with our clients and our colleagues while maintaining an honest, energetic and enthusiastic work environment that is eager to give back to the Greater Cleveland community through our charitable involvement.
Baird’s mission — to provide the best financial advice and service to our clients and to be the best place to work for our associates — has shaped our vision for Cleveland since we opened our office here nearly 10 years ago, and our belief in that mission is reflected in the Baird Branch of the Year honors we earned in 2004, 2007 and 2008.
As a team, we strive to develop lifelong relationships with our clients and colleagues while maintaining an honest, energetic and enthusiastic work environment. Our independence enables a genuinely open architecture, free from the proprietary product and service pushes behind similar claims by other firms. Here you are encouraged and enabled to always do what’s best for your clients, without interference. And employee ownership lets us invest in our business over the long-term, unburdened by the short-term expectations of outside interests.
Cleveland Branch Manager
Senior Vice President
Registered Client Relationship Supervisor
- Baird Ranks No. 14 on FORTUNE’s 2013 100 Best Companies To Work For® List — a video from Paul Purcell, Baird Chairman, President & CEO:
- Baird 2012 Annual Report:
Staying true to our values,
clients, culture and strategy.
Baird Foundation 2012 Annual Report
- 2013 Outlook: The Markets, Economy and Your Wealth Management
- American Taxpayer Relief Act of 2012
Agreement avoids most ramifications of fiscal cliff, but more work remains.
- Permanent Estate & Gift Tax Relief
- Quarterly Market Update
- Baird Investment Digest